News on production capacity

News on suppliers, market trends and technology innovations in polysilicon and wafer production is selected, assessed and written for you by Bernreuter Research.

Polysilicon plant of OCI in Bintulu, a coastal city in the state of Sarawak, Malaysia

OCI mulling expansion of polysilicon capacity by 60,000 tons

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South Korean chemicals group OCI is considering expanding the capacity of its polysilicon plant in Malaysia to 95,000 tons, possibly fueled by demand for polysilicon untainted by forced labor in Xinjiang.

Representatives of East Hope Group and the Ningxia and Shizuishan governments signed cooperation and invest agreements for a cluster of projects in Shizuishan

Is Xinjiang becoming a hot potato for polysilicon producers?

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Out of four Xinjiang-based polysilicon manufacturers, East Hope is the third that has announced a new project outside the region linked to forced labor: a 250,000-ton factory in Shizuishan, Ningxia.

Polysilicon plant of Inner Mongolia Tongwei in Baotou, Inner Mongolia, China

Tongwei and Xinte to upgrade polysilicon production capacities

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Leading Chinese polysilicon manufacturers Tongwei and Xinte Energy are boosting the capacity of their production facilities through upgrades and debottlenecking by 50,000 metric tons in total.

Price changes in the solar value chain (polysilicon, wafer, cell, module) in the first quarter of 2021

Why the spot price for polysilicon is going through the roof

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In the first quarter, the spot price for solar-grade polysilicon soared by nearly 50% – from US$11 to more than $16 per kg. Solar cell manufacturers played a key role in the price rally.

Groundbreaking ceremony for a 100,000-ton fluidized bed reactor (FBR) plant of GCL-Poly in Leshan, Sichuan province, China on October 18, 2020

Opinion: Chinese polysilicon makers are posing their muscles

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China-based polysilicon manufacturers outdo each other with ever bigger capacity announcements. What appears like a bodybuilder competition has a serious background: accelerating PV growth.

Polysilicon plant of OCI in Bintulu, a coastal city in the state of Sarawak, Malaysia

OCI’s polysilicon business mainly depends on customer Longi

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OCI’s Malaysian polysilicon subsidiary has signed a three-year supply contract with Longi, the world’s largest solar wafer maker. The volume of 77,700 tons will fill OCI’s production capacity for the most part.

Polysilicon plant of Xinte Energy in Urumqi, Xinjiang region, China

Xinte planning 200,000-ton polysilicon plant in Inner Mongolia

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Xinjiang-based polysilicon manufacturer Xinte Energy has announced plans to build a 200,000-ton plant in Baotou, Inner Mongolia, with construction of the first 100,000-ton phase starting in 2021.

Polysilicon supply contracts of Longi Green Energy Technology and Zhonghuan Semiconductor

Longi and Zhonghuan secure granular polysilicon from GCL

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Longi Green Energy Technology and Zhonghuan Semiconductor, the world’s two largest makers of monocrystalline solar wafers, have closed major supply contracts with GCL’s polysilicon subsidiary Jiangsu Zhongneng.

Polysilicon sales contracts of Xinte Energy from 2021 through 2025

Xinte’s polysilicon sales contracts point to further expansion

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China-based polysilicon manufacturer Xinte Energy has to increase its production capacity by 2023 in order to fulfill its three new five-year sales contracts with JA Solar, Longi and Wuxi Shangji.

REC Silicon’s silane/polysilicon plant in Butte, Montana

Equity raise: Sale of REC Silicon’s plant in Butte is off the table

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After an equity raise, U.S.-based polysilicon manufacturer REC Silicon has abandoned its plan to sell its cash cow, the silane and electronic-grade polysilicon plant in Butte, Montana.

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